Which Creatio products does the HR portal need?

Creatio Service, for requests, the knowledge base and the employee portal. If you want HR records in Creatio too, HR apps from the Creatio Marketplace add them. The plan and the number of seats depend on who works in it; we size it with you before the pilot.

We already run Creatio. What changes for HR?

Employees get one portal in the Creatio you already have. Policy questions are answered from your approved HR documents, requests get an owner and a deadline, and onboarding runs as one checklist across HR, IT and the office.

What does the HR portal connect to?

Your HR system — such as Workday, SAP SuccessFactors, BambooHR, HiBob, Access PeopleHR or Personio — in both directions, plus Microsoft Teams or Slack for questions, email, and the IT service desk for accounts and equipment.

Is employee data safe in the portal?

It stays behind the access rules you already have in Creatio and your HR system. Answers come only from approved policies, and personal requests reach only the people allowed to see them.

Where does an HR portal project start, and how long does it take?

With answers from your HR policies and request intake on the portal, for one office or one team, as a 3-week pilot. Onboarding and the link to your HR system follow, one module at a time.

Can the HR portal handle onboarding with AI?

Yes. Each new hire gets one checklist across HR, IT and the office, with an owner and a deadline for every step. AI reads the documents the new hire sends, answers their questions from your policies and chases the steps that are late.

RECIPE · HR PORTAL

One place where employees ask, request and get onboarded.

Policy questions get answered in seconds, requests reach the right person, and a new hire's first day is ready before they arrive. Your HR team works on people, not tickets.

Book a meeting See the 3-week pilot ↓

MODULES

The parts of this recipe, one at a time.

Each module runs on its own, so you can start with one and add the next. Available modules can start as a pilot now; the rest are in development.

Request intake and routing Available
Answers from approved knowledge Chat on approved knowledge Available
Document intake Available
SLA watch and escalation Available
Onboarding across HR, IT and the office Cross-team checklist In development
Back-office steps prepared for sign-off Back-office automation Available
Link to your HR system System connector Available
Clean employee data CRM data quality Available

WHERE TIME GOES

HR answers the same questions all week.

"How many days off do I have left?" arrives by email, chat and in the corridor, and each answer is looked up by hand.
Requests for certificates, data changes and expenses live in inboxes, with no owner and no deadline.
Onboarding depends on HR, IT and the office manager remembering their part — and someone always forgets.
Employee data sits in the HR system, the payroll file and Creatio, and nobody is sure which is current.

THE PROCESS

From a question to a closed request — and from offer to first day.

Step 1
Ask

Employees ask on the portal, in chat or by email, and get answers from approved HR policies.
Step 2
Request

Certificates, data changes, leave and expenses become requests with an owner and a deadline.
Step 3
Check the documents

Documents employees send are read and checked against what the request needs.
Step 4
Onboard and offboard

One checklist runs across HR, IT and the office, each step with its owner. Accounts, equipment and access are ready on day one and closed on the last.
Step 5
Keep data in sync

Changes go to your HR system and back, so every system shows the same person.

WHAT GOES IN

The best of what exists, put together.

Creatio, out of the boxCreatio agentsCreatio MarketplaceWhat we add
Ask

Creatio, out of the box Knowledge baseEmployee portal
Creatio agents Creatio.ai agent on HR policies
Creatio Marketplace —

What we add Chat on approved knowledge
Request

Creatio, out of the box Employee request management
Creatio agents AI Studio agent for request types
Creatio Marketplace Request intake across HR, IT and legalService catalog

What we add Request intake and routing SLA watch and escalation
Check the documents

Creatio, out of the box DocumentsApprovals
Creatio agents —
Creatio Marketplace —

What we add Document intake
Onboard and offboard

Creatio, out of the box Employee lifecycle: hiring, onboarding, exit
Creatio agents —
Creatio Marketplace Surveys

What we add Cross-team checklistIn developmentBack-office automation
Keep data in sync

Creatio, out of the box —
Creatio agents —
Creatio Marketplace —

What we add System connector CRM data quality

Layer	What you get
Creatio, out of the box	Employee request management, employee lifecycle (hiring, onboarding, exit), knowledge base, portal for employees, approvals
Creatio agents	Creatio.ai and AI Studio agents set up on your HR policies and request types
Apps from the Creatio Marketplace	Request intake across HR, IT and legal, service catalog, surveys — connected when you need them
What we add	Links to your HR system (Workday, Personio, BambooHR or your own), onboarding across departments, document checks, the whole process with its rules and approvals

WHO DOES WHAT

The model judges. Code decides. A practitioner approves.

The model

Answers from approved policies, classifies requests, reads documents

Code

Routes requests, runs the onboarding checklist, holds deadlines and access rules, syncs with the HR system

A practitioner

Your HR specialist: approves anything about pay, contracts or personal data, and answers what policy doesn't cover

Personal data stays behind the access rules you already have in Creatio and your HR system.

PILOT

Three weeks. Two or three modules. Live in your Creatio.

We usually start with answers from your HR policies and request intake on the portal, for one office or one team. Access, data and who signs off are settled before we build.

Book a meeting

FAQ

Questions about the HR portal on Creatio CRM

Which Creatio products does the HR portal need?

Creatio Service, for requests, the knowledge base and the employee portal. If you want HR records in Creatio too, HR apps from the Creatio Marketplace add them. The plan and the number of seats depend on who works in it; we size it with you before the pilot.
We already run Creatio. What changes for HR?

Employees get one portal in the Creatio you already have. Policy questions are answered from your approved HR documents, requests get an owner and a deadline, and onboarding runs as one checklist across HR, IT and the office.
What does the HR portal connect to?

Your HR system — such as Workday, SAP SuccessFactors, BambooHR, HiBob, Access PeopleHR or Personio — in both directions, plus Microsoft Teams or Slack for questions, email, and the IT service desk for accounts and equipment.
Is employee data safe in the portal?

It stays behind the access rules you already have in Creatio and your HR system. Answers come only from approved policies, and personal requests reach only the people allowed to see them.
Where does an HR portal project start, and how long does it take?

With answers from your HR policies and request intake on the portal, for one office or one team, as a 3-week pilot. Onboarding and the link to your HR system follow, one module at a time.
Can the HR portal handle onboarding with AI?

Yes. Each new hire gets one checklist across HR, IT and the office, with an owner and a deadline for every step. AI reads the documents the new hire sends, answers their questions from your policies and chases the steps that are late.

WHAT CONNECTS NEXT

Then onboarding — and the IT side of it.

Onboarding across departments, document checks, HR system sync. The same modules run your IT service desk, which handles the accounts and equipment onboarding needs.